JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.97B
AUM Growth
-$751M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,225
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$114M
3
+$59.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$58.9M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$49.3M

Top Sells

1
+$94.6M
2
+$65.9M
3
+$42.4M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$29.5M
5
TRV icon
Travelers Companies
TRV
+$28.7M

Sector Composition

1 Technology 13.72%
2 Healthcare 11.25%
3 Financials 10.88%
4 Industrials 8.07%
5 Communication Services 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$7K ﹤0.01%
+15,000
1052
$7K ﹤0.01%
1,000
1053
$6K ﹤0.01%
+10,000
1054
$5K ﹤0.01%
+10,175
1055
$3K ﹤0.01%
10,072
1056
– –
-11,359
1057
– –
-4,870
1058
– –
-8,750
1059
– –
-9,604
1060
– –
-11,009
1061
– –
-10,321
1062
– –
-12,017
1063
– –
-8,557
1064
– –
-26,430
1065
– –
-14,564
1066
– –
-15,705
1067
– –
-3,819
1068
– –
-6,455
1069
– –
-6,086
1070
– –
-54,057
1071
– –
-3,735
1072
– –
-25,365
1073
– –
-2,622
1074
– –
-9,211
1075
– –
-3,838
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